As a CPA and CFP® practitioner I offer a wide variety of services. Want to know more? Simply click on the service of interest from the listing below. |
|
As a CPA and CFP® practitioner I offer a wide variety of services. Want to know more? Simply click on the service of interest from the listing below. |
Financial Services |
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| Service | Description |
| Estate Planning | Concerned about the consequenses of your financial decisions on your estate? Proper Estate Planning addresses this concern and more? |
| Retirement Planning | Have you adequately prepared for your retirement? |
| Insurance Planning | Confused about the correct insurance for your situation? |
| Long Term Care Planning | Planning for the expense of caring for you or a family members long term care needs. |
| Problem Solving |
Experiencing information overload? Unsure of the tax impacts of your financial decisions? |
| Wealth Management | Helping you manage and preserve your hard earned resources. |
Tax Preparation Services |
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| Service | Description |
| Individuals | Tax returns and filing instructions carefully prepared for a variety of individual clients each year. |
| Business Tax Returns | Business tax return services are available. |
| Tax Planning | Long term, annual and mid-year tax planning and tax forecasting services. |
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| Email Steven Aberblatt, CPA, CFP(R) practitioner | Email Systems Administrator |